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PINNED Auto-Send New NOA/LOR to Payment Provider
If we identify a Remit To typically the user will download the NOA/LOR and email that to their payment provider. This causes a repetitive manual task that prospects are asking to automate.
PINNED Unmatched Documents Report
Unmatched Documents Dashboard to display the following: Count of documents in the Unmatched queue Display counts over time to evaluate if the count is climbing or dropping from previous days/weeks/months Breakdown by document type in Unmatched que...

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Showing 91 of 91
1 VOTE

Mass Reply Disputes

Option to select all open disputes with a certain contact and send a summary.
Ashley Smith 6 months ago in Disputes 0 Future consideration
1 VOTE

Ability to add more specific charge codes to the mapping modal.

There has been a request to add more detailed charge codes to the mapping modal within the Navix application. The thought here is to be able to more accurately define and map the appropriate code to the accessorial charge. This would allow the use...
Ryan Helgason 6 months ago in Audit Workflow 0 Future consideration
1 VOTE

Carrier Audit Scorecard

We should explore the idea of building a Carrier Audit Scorecard in our Reporting. Our tenants have carrier review meetings at various cadences - at least with their larger carriers. They typically prepare scorecards for these, or they are generat...
Dave Price 7 months ago in Reporting 0 Planned
1 VOTE

Customer Billing Profiles

In addition to customer portals, KCH (Austin Wallin) inquired on our ability to house a larger customer billing profile. Currently we have terms, we'll need to flag if the customer allows pre-bill and what docs are required...natural progression w...
Wil Kratz 7 months ago in Audit Workflow 0 Future consideration
1 VOTE

Auto-Re-Audit 2.0

The improvements we made have saved SO much time! Idea is to complete this effort by adding in a re-audit function every time the Save button is hit. When users are updating things in the UI they have to hit Save and then Re-Audit. Upload a new do...
Ashley Smith 8 months ago in Audit Workflow / Automation 0 Future consideration
1 VOTE

Capture Weight & Class off of Re-Weight/Inspection Cert

Does the data in the W&I document support the data on the EDI Invoice that we received? This idea is to perform an audit of the charged weight found on the invoice against the measured weight contained on the inspection certificate (W&I). ...
Ashley Smith 8 months ago in IDP 0 Future consideration
1 VOTE

Capture Weight off of Scale Ticket

For Bulk and other shipment we should be capturing weight off of the scale ticket document instead of the invoice.
Ashley Smith 8 months ago in IDP 0 Will not implement
1 VOTE

Hazmat Info

Do companies audit hazmat loads differently than regular loads? We don't collect any data on hazmat currently so if tenants need to build business rules around that we don't have any of those details.
Ashley Smith 8 months ago in Audit Workflow 1 Future consideration
1 VOTE

Automatic Markups

Currently when you identify new or higher charges in Navix the user has to remember (tribal knowledge) to add to the AR side. People forget to add them, forget what markup to use, etc. If Navix could automatically apply a markup to AR it would sav...
Ashley Smith 8 months ago in Audit Workflow / Automation 0 Future consideration
1 VOTE

Send Docs through Ingestion when received via Dispute

Currently when vendors respond to a Dispute and attach a document users have to open the doc, verify the details, do a manual audit for signature, and attach and categorize the document. Ideally our system can identify when attachments come back o...
Ashley Smith 8 months ago in Disputes / IDP 0 Planned